Walt Disney Company shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of Walt Disney Company (DIS) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in Walt Disney Company
Tip: Access up to 7 years of quarterly data
All positions including Walt Disney Company held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Walt Disney Company by Kapstone Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $379k | 3.8k | 99.29 |
2024-03-31 | $565k | 4.6k | 122.36 |
2023-09-30 | $483k | 6.0k | 81.05 |
2023-06-30 | $555k | 6.2k | 89.04 |
2023-03-31 | $799k | 7.9k | 100.85 |
2022-12-31 | $970k | 8.6k | 113.22 |
More positions owned by Kapstone Financial Advisors
View all positions for Kapstone Financial Advisors